Media Centre

7th October 2016
New Service for IFAs

IFA Img for web

Traditionally, for clients requiring a more flexible and tailored arrangement, we provide a Bespoke Portfolio Service (BPS). Within this service, the client would meet with their BRI Investment Manager who would be responsible for suitability on an ongoing basis.

In keeping with current market trends, we have added an indirect service. This indirect service has been designed to enable you to fully retain the relationship with your client whilst still having access to a truly bespoke service. We are not required to meet with your client and decisions about the suitability of investments and portfolio strategy is yours. Typically, we will consult you to fully understand your client’s objectives and discuss their attitude to risk. Following this, we will produce an individual portfolio proposal. This gives you the opportunity to discuss portfolio composition and performance with us.

With all of our Intermediary services, you still have access to our dedicated in-house investment management team who provide high quality analysis of equities, investment trusts, collectives, fixed income securities, property investment, structured products and alternative investment strategies.